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16 Sep16 Sep 2026 WEEKLY WEBCAST: Worry List Is Growing More Worrisome We’re still strong believers in our Roaring 2020s scenario, hinging on a productivity boom that strengthens economic growth even as it contains inflation. However, we’ve shaved the subjective odds that we ascribe to that scenario from 80% to 70% and now see a 30% chance that rising geopolitical Ed Yardeni 2 Sep2 Sep 2026 WEEKLY WEBCAST: Warsh World Fed Chair Kevin Warsh isn’t one to give the markets a heads-up. Investors are trying to translate what he says into what he would like the Fed to do. To that end, Ed and Elias parse Warsh’s remarks last week at the Jackson Hole symposium. While Warsh’ Ed Yardeni 26 Aug26 Aug 2026 WEEKLY WEBCAST: Trump Threatens Military Action Against The Bond Vigilantes The Bond Vigilantes have driven up Treasury bond yields recently, thundering onto the scene in alarm over the government’s huge borrowing needs, record corporate bond issuance, three inflationary supply shocks, a cloudy Fed path, resilient nominal GDP growth, a higher neutral interest rate, and a fragile yen. On the Ed Yardeni 19 Aug19 Aug 2026 WEEKLY WEBCAST: Hawks Versus Owls At The Fed Today, Ed and Elias share bird’s eye views of the economy from the perches of the hawks and owls on the Fed. The hawks may favor tightening at the FOMC’s September meeting, unconvinced that inflation is on a steady flight path down to the Fed’s 2.0% Ed Yardeni 12 Aug12 Aug 2026 WEEKLY WEBCAST: Does The Jobs Report Change Anything? The Fed’s monetary policy mandate requires consideration of both inflation and labor market conditions. If the former compels a rate hike next month, would the latter stand in the way? That’s the question of the hour after last week’s jobs report, with a headline that telegraphed “weakness. Ed Yardeni 5 Aug5 Aug 2026 WEEKLY WEBCAST: GDP Growth Is AI-Powered & G-Shaped (Not K-Shaped) Looking solely at Q2’s GDP growth rate, one would think the economy is weakening. Not so, say Ed and Elias. In fact, demand of all types strengthened last quarter, buoyed by brisk consumer spending, thanks to the Baby Boomers, and brisk business investment, thanks to the AI boom. The Ed Yardeni 22 Jul22 Jul 2026 WEEKLY WEBCAST: Fed Rate Hike Still On The Table Neither the Fed’s dual mandate nor its official 2% inflation target have changed. But from what Kevin Warsh has said since assuming the role of Fed chief in May, his priority appears to be the inflation side of the dual mandate and his target may be underlying inflation rather Ed Yardeni 15 Jul15 Jul 2026 WEEKLY WEBCAST: Warsh’s Tasks The AI boom is fueling the Fed’s hawkishness, as Ed and Elias agree it should, since it’s also fueling inflation currently. Yet Fed Chair Warsh asserted at his confirmation hearing that AI is a disinflationary force. They agree with that as well: It is disinflationary over the long Ed Yardeni 8 Jul8 Jul 2026 WEEKLY WEBCAST: Making Sense Of A Strange Jobs Report The June jobs report was widely characterized as weak. Ed and Elias don’t see it that way. The disappointing headline gain reflected a misleading statistical distortion. June’s decline in Leisure & Hospitality was attributable to an early Memorial Day, which boosted May’s gain. With the support of Ed Yardeni